Uber 上季度 AI 智能体只完成 4 笔叫车订单
Uber only fulfilled 4 rides from AI agents last quarter
Uber 财报里透露的数字:AI 智能体一个季度只带来 4 笔打车单、约 500 单外卖,比大家担心的分流规模小得多。
Uber 高管在 2026 年第三季度财报电话会上披露,第三方 AI 智能体上季度仅为其带来 4 笔叫车订单。Uber Eats 方面稍多一些,约 500 单外卖由 AI 智能体下单完成。这一数据远低于此前市场对智能体渠道分流的预期。
Uber only fulfilled 4 rides from AI agents last quarter
AI agents won't be stealing Uber's lunch any time soon. Only four rides were arranged by third-party AI agents during the third quarter of 2026, Uber executives disclosed during an earnings call this morning. The volume of Uber Eats orders fulfilled by AI agents was a little higher, with the company recording "around 500" during […]